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CRM for Nonprofits

Pipeline discipline, applied to donors and volunteers

Donor and volunteer relationships deserve the same discipline sales teams apply to pipeline, even though the goal isn't a sale.

The relationship problem nonprofits actually has

  • Donor history and giving patterns inform the next ask
  • Volunteer coordination is relationship management with a different name
  • Grant reporting gets easier when the underlying data is already clean

Choosing a CRM for nonprofits

  • Donor and volunteer management as first-class objects, not workarounds
  • Reporting built for grant and board requirements
  • Nonprofit pricing or discounts, which many vendors offer

CRMs worth considering for nonprofits

HubSpot

Nonprofit-friendly pricing and simple setup suit lean teams.

Salesforce

Salesforce's nonprofit program offers steep discounts for qualifying organizations.

Pipedrive

Simple setup suits smaller nonprofits without a dedicated CRM admin.

NOT SURE WHERE TO START

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Common questions about CRM for nonprofits

Can a CRM manage both donors and volunteers?

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Do nonprofits get CRM pricing discounts?

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How does a CRM help with grant reporting?

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What's the most common reason nonprofit CRM adoption fails?

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